Conseiller en performance des initiatives talents chez CAA - Québec, club automobile et services aux membres. Analyser les données RH, mesurer l’impact des initiatives et recommander des améliorations.
About the role
- Wealth Management Advisor responsible for advising clients on financial strategies and managing relationships in Port-Cartier. Requires a bachelor's degree and fluency in French.
Responsibilities
- Advise members and clients on the best strategies and work with them to identify expected results.
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
- Stay up-to-date on the financial services industry, market trends and best practices in your field.
- Participate in outreach activities and represent the caisse in the community.
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
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Not specified
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